$13.7M Total AUM
$13.7M Disc. AUM
-- 3Y CAGR
3 Employees
54 ADV. Clients
32 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-03-1994
- Office Locations
- 1
Office Locations
-- Bainbridge Is. WA
About Coast Capital Management
Coast Capital Management is a Washington state-registered RIA on Bainbridge Island providing investment advisory and financial planning for retail clients. The firm emphasizes asset allocation and portfolio construction, with planning support across estate and tax considerations and insurance/annuity needs. Primary custodian: Charles Schwab.
Team overview
-- AVG AGE
$4.6M AVG AUM / ADVISOR
$254.0K AVG AUM / CLIENT
19.8 yrs AVG TENURE
3 Employees
3 Advisory Reps
1 RIA Reps
32yrs Firm Age
Insights
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Asset Classes
Quantum Vital
Investment Themes
Frontier Value
Investment Vehicles
Capital zenith
Services
Ember frontier Harbor Capital Delta Vector Value Harbor
Owner & Executives
R
ROBERT LLOYD BJUR
President
- CRD
- #2441395
- Ownership
- 75% or more
(564) 919-4475
focus.crest@legacycapital.com
in linkedin.com/in/vertex-frontier
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $13,659,241 | -- |
| Non-Discretionary | $54,251 | -- |
| Total | $13,713,492 | -- |
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Separately Managed Accounts
Total SMA Asset: $13,713,492
Equity - OTC:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | $6,716,092,666 | 100.0% |
| Total | $6,716,092,666 | 100.0% |